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iShares MSCI Emerging Markets ETF

1,114 hedge funds and large institutions have $16.8B invested in iShares MSCI Emerging Markets ETF in 2020 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 246 increasing their positions, 600 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $15.8B → $16.8B (+$996M)

3% less funds holding

Funds holding: 1,1441,114 (-30)

5.18% less ownership

Funds ownership: 81.61%76.43% (-5.2%)

11% less funds holding in top 10

Funds holding in top 10: 6255 (-7)

16% less first-time investments, than exits

New positions opened: 108 | Existing positions closed: 129

53% less call options, than puts

Call options by funds: $5.46B | Put options by funds: $11.5B

59% less repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 600

Holders
1,114
Holders Change
-30
Holders Change %
-2.62%
% of All Funds
22.84%
Holding in Top 10
55
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-11.29%
% of All Funds
1.13%
New
108
Increased
246
Reduced
600
Closed
129
Calls
$5.46B
Puts
$11.5B
Net Calls
-$6.04B
Net Calls Change
-$748M
Name Holding Trade Value Shares
Change
Change in
Stake
APP
101
Avantax Planning Partners
Iowa
$14.4M +$3.38M +90,357 +33%
Cambridge Investment Research Advisors
102
Cambridge Investment Research Advisors
Iowa
$14.4M +$936K +25,010 +7%
HP
103
HT Partners
Connecticut
$13.7M -$77.3K -2,066 -0.6%
OMC
104
Old Mission Capital
Illinois
$13.5M +$12.7M +338,441 New
LMIM
105
Lockheed Martin Investment Management
Maryland
$13.5M
SI
106
Stephens Inc
Arkansas
$13.4M -$236K -6,294 -2%
CB
107
Commerce Bank
Missouri
$13.1M -$320K -8,554 -3%
TCM
108
Twele Capital Management
Minnesota
$13M -$518K -13,846 -4%
MA
109
MUFG Americas
New York
$12.8M -$1.01M -27,091 -8%
SF
110
Synovus Financial
Georgia
$12.6M -$523K -13,959 -4%
BF
111
BOK Financial
Oklahoma
$12.6M -$2.24M -59,960 -16%
William Blair & Company
112
William Blair & Company
Illinois
$12.5M -$1.61M -42,998 -12%
Mirae Asset Global Investments
113
Mirae Asset Global Investments
South Korea
$12.5M +$1.62M +43,300 +16%
ST
114
Sentinel Trust
Texas
$12.2M +$5.11M +136,549 +82%
PAS
115
Park Avenue Securities
New York
$12.1M +$11.3M +301,730 New
MM
116
Main Management
California
$12M -$12.1M -324,239 -52%
AIA
117
Arbor Investment Advisors
North Carolina
$11.9M +$28.3K +757 +0.3%
LIA
118
LBMC Investment Advisors
Tennessee
$11.8M -$375K -10,014 -3%
CL
119
CPWM LLC
Washington
$11.8M +$632K +16,888 +6%
TF
120
TIAA FSB
Florida
$11.7M -$5.3M -141,522 -33%
FWM
121
Frontier Wealth Management
Missouri
$11.6M +$4.68M +124,929 +75%
BOTW
122
Bank of the West
California
$11.5M -$1.31M -35,011 -11%
VFPI
123
Vantage Financial Partners (Illinois)
Illinois
$11.4M +$342K +9,125 +3%
PWAG
124
Polaris Wealth Advisory Group
California
$11.3M -$272K -7,263 -3%
CPIG
125
Chicago Partners Investment Group
Illinois
$11.3M +$23.9K +639 +0.2%

EEM Hedge Fund Activity: Q2 2020 in Review

1,114 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets ETF (EEM) for Q2 2020, worth a combined $16.8B — up 6.3% from $15.8B a quarter earlier.

Sellers outnumbered buyers: 129 funds closed out of EEM and 108 opened new positions — a net loss of 21 holders — while 600 trimmed existing stakes and 246 added.

The largest buyer was JP Morgan Chase, adding an estimated $714M. The largest seller was Retirement Systems of Alabama, cutting an estimated $317M.

  • 1,114 institutional investors held iShares MSCI Emerging Markets ETF (EEM) as of Q2 2020, down from 1,144 in Q1 2020.
  • Funds reported $16.8B of iShares MSCI Emerging Markets ETF stock for Q2 2020, up 6.3% quarter-over-quarter.
  • 108 funds opened new iShares MSCI Emerging Markets ETF positions in Q2 2020 and 129 closed out, a net change of -21 holders.
  • The largest iShares MSCI Emerging Markets ETF buyer in Q2 2020 was JP Morgan Chase, an estimated $714M added.
  • The largest iShares MSCI Emerging Markets ETF seller in Q2 2020 was Retirement Systems of Alabama, an estimated $317M sold.

Based on aggregated 13F filings for Q2 2020.